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who i am when i'm calling you. states-- california and others-- tried to pass legislation banning caller i.d. how many people answer a call and we see the number. hands? i see no hands. that was originally considered an invasion of privacy and it is now considered your basic right to have information. >> rose: marc, people often talk about this competition. sometimes it's the big four. apple, google, facebook, amazon. sometimes it's apple, google, facebook, amazon and microsoft. one central fact to me is that they seem to be getting in each other's business. is that the future? (laughter) >> so there's -- a lot has to do with software programers which is software programers tend to assume they can write any software. so every -- the hardest company to sell a piece of soft swir the software company and software companies tend to be the most aggressive about invading each other's spaces and the great thing about software is it's mutable. >> so what will determine the winners? >> i think the best -- >> rose: the best software? >> the best products. >> and is it the history that whoev
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